Brian
Cook

Cook Wealth Management Group LLC

CRD#4509923
Investment Advisor
in Raleigh, NC
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About this Advisor

Brian Cook is a certified financial planner whose office is in Raleigh, North Carolina. Currently a registered financial advisor with Cook Wealth Management Group LLC, they have accrued 13 years of practice as a financial advisor. Cook has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Cook is able to operate in Massachusetts, North Carolina and Texas. During their career, Cook has held roles at Lpl Financial, LLC, Cook Wealth Management Group LLC and Lpl Financial. Cook Wealth Management Group LLC is headquartered in Raleigh, North Carolina, and has two other locations in the nation. As a firm, Cook Wealth Management Group LLC oversees $325 million in assets dispersed across 908 client accounts and retains eight staff members. The firm's total assets under management makes it one of the mid-sized financial advisory firms in the United States. The firm manages 762 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Cook Wealth Management Group LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4101 Lake Boone Trail Suite 210
Raleigh, NC 27607

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Cook Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$302,779,262

NC Average: $3,625,019,099
Total Number of Employees

12

NC Average: 22
Total Number of Accounts

907

NC Average: 1,917
Average Account Size

$333,825

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Cook Work History

Brian has 13 years of experience.

2014 - Present (5 years)

Cook Wealth Management Group LLC

2005 - 2018 (13 years)

Lpl Financial, LLC

2005 - 2014 (9 years)

Lpl Financial

Disclosures

Brian Cook has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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